🌍 Overview

To help agencies and their clients find relevant companies and decision-makers to sell to, we designed and developed a Prospecting tool inside GHL CRM. This feature allows users to filter a large database by fields such as Country, Industry, Role, Revenue, and more, and then import selected contacts and companies directly into their CRM.

Each imported record automatically creates a Contact, Company, and Opportunity in the CRM, enabling sales teams to immediately follow up with prospects. To balance accessibility with monetization, we built a credits-based import system:

• Free accounts get limited imports (e.g., 15–50 per month)
• Paid plans can purchase additional credits or request custom quotas
• Imported contacts are automatically tagged as “Flow Prospecting” for tracking

This tool gave agency owners a way to not only improve their clients’ lead generation but also track imports, enforce limits, and monetize the feature through usage-based billing.

⚙️ Technical Details

This project was developed as a modular system with multiple versions (V1 → V2).

V1: Foundation

• Database import pipeline built to handle large CSV datasets (download → extract → clean → map fields)
• Initial API endpoints for serving filtered results
• Front-end table with search + filters (Country, Industry, Role, etc.)
• Contacts could be imported manually with an Import button
• Non-paying users limited to 15 imports (button changed to “Upgrade” after limit reached)

V1.1: Enhancements

• Tracked import counts per subaccount/location
• UI updates: Import button states (“Imported” / “Upgrade”)
• Temporary upgrade workflow linked via email